During the past 15 years Bates Independent has grown organically, primarily through recommendations and by providing a high quality service to my clients.

I offer independent financial advice to individuals and businesses alike, focussing on wealth management which primarily aims to assist my clients grow their wealth and to achieve their objectives. My independent advice covers the whole of market, and includes: Protection, Mortgages, Equity Release, Investments, Estate and Retirement Planning with tax efficiency being an integral part of the process.

At Bates Independent, we pride ourselves on putting our clients first and at the heart of our business. We aim to build relationships based on trust, transparency and a high level of service to ensure we help clients navigate the wide range of products available within the market place, and by recommending the most suitable options in relation to their personal financial position and objectives.

When I’m not working, I enjoy spending time with my family, holidays, keeping healthy, DIY as well as tending to the garden. I am a keen golfer and I am a member at Windlesham Golf Club and  La Manga Golf Club (Spain). I also enjoy watching most sports.